Consumer spending was solid in Q1, but households aren't feeling the love. Read about what is going on underneath the headlines, and what America can do to get back to a booming economy.
Interesting as always Lenore, but given your comments about capital spending I'm a little surprised/disappointed there was no discussion about AI and data center capex. Last week Google reiterated its capital spending plans as did Microsoft last night, while Meta lifted its spending plans. Looking forward to your thoughts on this and what you think it means for the market's mood when it comes to tech stocks.
Interesting as always Lenore, but given your comments about capital spending I'm a little surprised/disappointed there was no discussion about AI and data center capex. Last week Google reiterated its capital spending plans as did Microsoft last night, while Meta lifted its spending plans. Looking forward to your thoughts on this and what you think it means for the market's mood when it comes to tech stocks.
That's a great point and I will definitely cover that soon. AI Capex is its own beast entirely! Thanks for brining it up.